Dudley J Balzer

Employer firm

The Wealth Consulting Group CRD 173194

$6.28B regulatory AUM 325 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Lpl Financial Llc
  Joliet, IL
• 09/2011 → 12/2023
  V Wealth Management, Llc
  Overland Park, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Sun City West, AZ

Previous Registrations

• 2011-09-30 → 2023-12-31
  V Wealth Advisors Llc
  Joliet, IL
  Sun City West, AZ
  Joliet, IL
  Overland Park, KS
  Sun City West, AZ
  Hopkins, MI
• 2005-12-14 → 2011-10-07
  Bmo Harris Financial Advisors, Inc.
  Joliet, IL
  Joliet, IL
• 2004-01-30 → 2005-12-31
  Harrisdirect Llc
  Joliet, IL

Other Businesses

1) 04/08/2022 - JPB Farms, LLC - Investment Related - Quincy, IL 62305 - Real Estate Rental - Member/Manager - Start Date - 10/21/2021 - 4 Hours Per Month/ 0 Hours During Securities Trading. 2) 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100%I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in July 2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 07/14/2023 - WCG Wealth Advisors, LLC - DBA: Balzer Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 07/24/2023 - Balzer Investment Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/19/2023 - 10 Hours Per Month/ 1 Hour During Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-01-16
• S63 Uniform Securities Agent State Law Examination
  1999-01-15

Other Names

• Dj Balzer